Boston Made

BOSTON MADE INTELLIGENCE · RESEARCH FRAMEWORK

AI Picks & Shovels Watch

Follow the systems that make AI possible: power, cooling, compute, connectivity, construction, and financing. The shared Paxton intelligence layer gives each network property the same categories, project stages, and source labels.

01 / INFRASTRUCTURE

What the Watch tracks

power certaintydistributed powerlong lead power equipmentdelivery slot scarcityai power architecture800vdctransformersswitchgearbackup powerstranded powerwaste heat recoverycoolingcooling orchestrationcooling flexibilitycduscomputeconnectivityai interconnectnpo cpo xpooptical componentsconstructioncapitalcapacity reservationbacklogai infrastructure financequalified infrastructuredata center readiness
02 / PROJECT MATURITY

From announcement to revenue

  1. 01announced
  2. 02contracted
  3. 03financed
  4. 04permitted
  5. 05power secured
  6. 06under construction
  7. 07energized
  8. 08compute installed
  9. 09revenue producing
03 / EVIDENCE

How claims are labeled

verified fact

A claim checked against an identified primary source.

company claim

A statement attributed to the company making it.

third party reporting

A report attributed to an outside publication or analyst.

boston made analysis

Boston Made interpretation, distinct from the underlying source.

This is a research framework, not a live market feed or investment recommendation. A project stage or reported figure requires a dated, attributable source before it is presented as a fact.